Relationship Banker - West Palm Bay - Palm Bay, FL (New Build)

JPMorgan Chase & Co.•West Melbourne, FL

2d•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and contribute to branch success. You meet with assigned clients in person and by phone to understand their financial needs, build trust, and recommend appropriate products and services. You also educate clients about digital banking options, learn banking products and procedures, connect clients with specialists when needed, and follow applicable policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable qualification and registration requirements. Applicants without required licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences and elevate the client experience.
Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
Ability to resolve client issues quickly and effectively, with attention to detail and a focus on a consistent client experience.
Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable criminal conviction history, credit, character, and fitness review.
NMLS registration under the SAFE Act, or updating existing registration, immediately after starting employment, with continued compliance including annual renewal and required updates.

Nice To Haves

College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

Provide attentive, friendly service and create a welcoming environment for clients.
Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
Educate and connect clients to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures to consult effectively with clients about banking solutions.
Collaborate with and connect clients to the appropriate team of experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Work branch hours, including weekends and some evenings.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register or update registration in NMLS as necessary, and complete required annual renewals and updates.